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Klingman & Associates’s VanEck Semiconductor ETF SMH Stock Holding History

Klingman & Associates’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$917K Buy
1,398
+353
+34% +$193K 0.04% 147
2026
Q1 		$401K Sell
1,045
-22
-2% -$8.73K 0.02% 224
2025
Q4 		$384K Sell
1,067
-33
-3% -$11.6K 0.02% 225
2025
Q3 		$359K Buy
1,100
+29
+3% +$8.59K 0.02% 232
2025
Q2 		$299K Buy
+1,071
New +$248K 0.02% 244
2024
Q4 		– Sell
-821
Closed -$202K – 268
2024
Q3 		$202K Hold
821
– – 0.01% 259
2024
Q2 		$214K Buy
+821
New +$193K 0.01% 235

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Klingman & Associates's SMH Position: Q2 2026 in Review

Klingman & Associates increased its VanEck Semiconductor ETF (SMH) stake by 34% in Q2 2026, buying an estimated $193K and bringing the position to 1,398 shares worth $917K. The position accounts for 0.04% of the portfolio, ranked #147.

Klingman & Associates first reported a position in SMH in Q2 2024 and has held it in 7 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Klingman & Associates held 1,398 shares of VanEck Semiconductor ETF worth $917K as of Q2 2026.
  • Klingman & Associates bought 353 VanEck Semiconductor ETF shares in Q2 2026, an estimated $193K.
  • VanEck Semiconductor ETF made up 0.04% of Klingman & Associates's portfolio in Q2 2026, its #147 holding.
  • Klingman & Associates first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 7 quarters since.
  • 1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.